News: financial cash flow service launched

Many of our clients have already built up their wealth and maybe a business too, or they have high levels of income, or all three if they're really clever!  They use our Lifestyle Financial Planning service because it helps them to work out what they want to do with the rest of their lives, helps them to create a comprehensive Financial Plan and keeps them (and their wealth) on track year after year.  In other words, they've created a certain lifestyle and would very much like to maintain it, with our help.  It works very well. 

However, until now we didn't have a service for people at an earlier stage of this journey - those who wanted to know what they need to do to be where the above-mentioned clients are.  What do they need to do to achieve a certain lifestyle?  How should they build up wealth?  How much do they need to earn or save, or sell a business for?  How will they know when they have enough? 

They don't have a plan, so no clear view of what they need to do to get what they want.  As you might expect, a good financial planner can help. 

So, we've had a chat with a few people in this position and come up with a clever solution - offer a scaled down service and charge less for it - simple!  In other words, provide the relevant parts of the service and take out the wealth management parts that they aren't ready for yet. 

This service will suit business owners and anybody else who wants to create a cost effective lifetime financial plan but who hasn't yet built up the wealth.  It will help them to work out what they should be doing to maximise their resources and create the financial life that they want.  It will disperse the financial fog that envelops them and provide a clear vision of what they need to do. 

We offer an initial meeting, at our cost and with no obligation attached.  At that meeting you'll find out if we're the right people to help you. 

By the way, we've called this the Financial Cash Flow service.  We may be brilliant financial planners but we need some help in the "make a new service sound interesting" department.  Please let us know if you can think of a better name.  We may even rustle up a prize for the winning answer.